Private Debt Forum 2019

Crowne Plaza Times Square Manhattan, New York City
June 3, 2019

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What began as a middle-market funding alternative confined to Chicago is today a must-have alternative asset class totaling $600 billion in investor capital. The rise of private debt coincided with—and thrived as a result of—the Wall Street reform following the global financial crisis. But while the evolution and growth of private credit and direct lending can be mapped with relative ease, its definition and role in portfolio allocation is open to debate.

The Opal Group 2019 Private Debt Forum is not only a venue for unique access and firsthand insight into the product universe and people leading the fastest-growing market in the finance sector, but a bellwether for the future of the asset class and investment management industry.

CONFERENCE FORMAT
This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. Power Point presentations are prohibited during the sessions but may be made available on our mobile app. Please send in PDF or PowerPoint format if you would like to have presentation included on App. Only Standalone Speakers will be allowed to use PowerPoints, but cannot pitch products or advertise anything with their firms.

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To request our current agenda, participant list and sponsors


Speaker List Current as of June 3, 2019

6:30am

Exhibit Set-Up

7:00am

Registration/Information Desk Opens

7:30am

Continental Breakfast

8:15am

Chair Welcoming Remarks

Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO)

8:30am

State of the Industry: Private Debt & Private Credit

Moderator

Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO)

Panelists

Stephen Nesbitt, CEO, Cliffwater

Eric Muller, Portfolio Manager & Partner, Oak Hill Advisors, L.P.

John Earl, Managing Partner, Keystone National Group

Thomas (T.J.) Durkin, Managing Director and Co-Portfolio Manager, Angelo Gordon & Co LLP

Mark Johnson, Senior Managing Director, Cliffwater

9:30am

Keynote Presentation

Direct Lending: Seeking Alpha Among the Crowd

Jason Mehring, Managing Director, BlackRock

10:00am

Networking Refreshment Break

10:30am

Private Debt and Real Estate Lending

Moderator

Brian DeLucia, Managing Partner, Arrivato LLC (SFO)

Panelists

Demian Waldman, Director, The Confidas Group (MFO)

Thierry Adant, Head of Illiquid Credit - Director, Investments Willis Towers Watson

Jeff Klotz, Principal, The Klotz Companies - Klotz Family Office (SFO)

Jeff Haas, COO, Old Hill Partners

11:15am

Non Correlated Strategies – The Search for Yield with Private Debt and Credit Strategies

Moderator

Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO)

Panelists

Mark Perry, Managing Director, Wilshire Private Markets

Bill Li, Director, Portfolio Completion Strategies, Massachusetts Pension Reserves Investment Management Board

Bruce Richards, Chairman & Chief Executive Officer, Marathon Asset Management

Harold Hughes, Board Chair of Endowment, St. Johns College

Raphael Schorr, Partner & Portfolio Manager, HighVista Strategies LLC

12:15pm

Networking Luncheon

1:30pm

Keynote Presentation

Creating New Markets: The American Financial Exchange

Richard Sandor, Chairman & CEO, The American Financial Exchange

2:00pm

What Is Next For Direct Lending?

Moderator

Thomas J. Haug, CEO, Managing Member, Aspen Tree Advisory

Panelists

Cian Desmond, AVP | Wilshire Alternatives Research, Wilshire Associates Incorporated

Tim Ruxton, Director, Cortland Capital Market Services LLC

Arthur Penn, Founder & CEO, PennantPark Investment Advisers

John Cocke, Co-Portfolio Manager of Credit Strategies & Partner, Corbin Capital Partners

Carl Rizzo, Director, Alaric Compliance Services, LLC

3:00pm

A View Of The Private Debt / Private Equity Market

Moderator

Guy Pinkman, Trustee, Lincoln (NE) Fire & Police Retirement System

Panelists

Holly Ruxin, Founder & CEO, Montcalm TCR (MFO)

Cari Lodge, Managing Director, Commonfund Capital

Edward Wu, Managing Director, VION Investments

Bernel Hall, President & Chief Executive Officer, Newark Community EDC

3:45pm

Networking Refreshment Break

4:00pm

The Emerging Secondary Market for Private Debt

Moderator

Henry Wilson, MPA, Vice Chairman, Wayne County Employees' Retirement System

Panelists

Eric Newman, CPA, CGMA, Treasury Manager, City of Stamford (Conn)

Will Buividas, Chairman, Arizona Public Safety Personnel Retirement System (PSPRS)

4:45pm

LP-GP Discussion – Successful Strategies For Proper Manager Selection and Portfolio Construction

Moderator

John Girard, Trustee, Boca Raton Police and Firefighters’ Retirement System

Panelists

Steve Beckett, Director, Private Markets Risk, Aksia, LLC

Francois Otieno, Director, Segal Marco Advisors

Doug Watler, Trustee, Deltona Firefighters Pension Plan

Adam Frankel, Trustee, City of Delray Beach General Employees Retirement Fund

Nick Maffeo, Portfolio Manager – Hedge Funds,
Employees Retirement System of Texas

5:45pm

Chair Closing Remarks

5:45pm

Cocktail Reception

1star
Crowne Plaza Times Square Manhattan
1605 Broadway, New York, NY 10019


Rooms Rates
Traditional King $249
Traditional Double/Double $269
* Rates are exclusive of appropriate state and local taxes, fees and assessments, currently 8.875% sales tax, 5.875% occupancy tax, and $3.50 per room per night occupancy tax for standard rooms and are subject to change without notice.

Friday & Saturday (May 31 & June 1) are available at a $279++ rate. Tuesday, June 4th and beyond is available at a $329++ rate

• Rooms are available only to those participants who are registered conference attendees.
• Rooms will not be guaranteed without a credit card.
• Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
• The name on the form will be the name of the guest room.

Registration Pricing

Earlybird Rate
(exp May 6, 2019)
Standard Rate
Managers/Service Providers $1,295 $1,595
Plan Sponsors, Pension Trustee & Staff, Non-Discretionary Consultants, Endowments, and Foundations can be verified for complimentary access* (must be allocators to 3rd party fund managers) - Complimentary*

*** Institutional End-Investors include: organizations that are solely investing on their own behalf in alternatives and do not sell any alternative investment products or services to clients including; sovereign wealth funds, pension funds, endowments, foundations, family offices, private clients and treasury.

*Subject to Opal Group’s verification and approval. Only individuals who are solely investing on their own behalf can be verified for a complimentary pass. Solution Providers or Fund Providers to 3rd parties will not be able to receive complimentary access. As investment portfolios/strategies are constantly changing, we reserve the right to re-verify past delegates for future complimentary passes.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net

Creating New Markets: The American Financial Exchange

Presented by

Richard Sandor, Chairman & CEO, The American Financial Exchange

  • The origin and evolution of private debt, from pioneering firm Heller Financial to current nonbank lending
  • In-depth review of each major fund strategy—direct lending, distressed, mezzanine and venture
  • The role of private debt as a job creator for financial services
  • The potential for market deregulation and its impact on the asset class
  • Public Pensions
  • Corporate Pensions
  • Endowments
  • Foundations
  • Single and Multi-Family Offices
  • Private Debt Funds and Managers
  • Business Development Companies
  • Investment Advisors
  • Pension Fund Investment Consultants